Advisers on the Move

Never miss a move. The industry's only comprehensive database of financial advisers and brokers changing firms. View over a decade of recruiting activity at wirehouses, regional brokerages, RIAs and independent broker-dealers.

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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Alan Bruce ElovitzRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC$15001-24-2014
Angelo M. Nuzzo Jr.Meaden & Moore Financial Services, Ltd.Wells Fargo Clearing Services, LLC11-23-2009
Beverly Kay SchmittRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC04-29-2019
Brendan John CunninghamMorgan StanleyWells Fargo Clearing Services, LLC$10001-07-2011
Bruce O. Dye Jr.LPL Financial LLCWells Fargo Clearing Services, LLC$1106-07-2019
Candace Lynn DelucaStratos Wealth Partners, LtdWells Fargo Clearing Services, LLC06-09-2017
Carl C. HeltzelRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC$2504-17-2009
Christopher A. MolerJanney Montgomery Scott LLCWells Fargo Clearing Services, LLC04-19-2016
Christopher Richard MayerLPL Financial LLCWells Fargo Clearing Services, LLC12-20-2010
Colleen BurgessThe Huntington Investment CompanyWells Fargo Clearing Services, LLC04-10-2015
Daniel Christopher BeldenBelden Financial, LLCWells Fargo Clearing Services, LLC04-11-2017
Daniel McGreevyRaymond James Financial Services, Inc.Wells Fargo Clearing Services, LLC05-31-2018
Danny Zuhair KamalMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC$15007-02-2009
David J. NaberAmeriprise Financial Services, Inc.Wells Fargo Clearing Services, LLC$1009-27-2013
David Patrick WilkinsAmeriprise Financial Services, Inc.Wells Fargo Clearing Services, LLC$5003-27-2015
David Ronald RodrigoRaymond James & Associates, Inc.Wells Fargo Clearing Services, LLC11-15-2013
Deborah Sue SolomonMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC03-30-2017
Dennis Ross OltorikAmeriprise Financial Services, Inc.Wells Fargo Clearing Services, LLC$5009-27-2013
Donald William RiversWells Fargo Advisors Financial Network, LLCWells Fargo Clearing Services, LLC05-02-2014
Donna J BernsdorfMerrill Lynch, Pierce, Fenner & Smith IncorporatedWells Fargo Clearing Services, LLC$1008-22-2011
Drew Gerard DeimlingJanney Montgomery Scott LLCWells Fargo Clearing Services, LLC04-19-2016
Edward Patrick RigoBenjamin F. Edwards & Company, Inc.Wells Fargo Clearing Services, LLC$2503-18-2011
Elisa Riva BudoffAmeriprise Financial Services, Inc.Wells Fargo Clearing Services, LLC$5007-27-2018
Eric Matthew GreenwellWells Fargo Advisors Financial Network, LLCWells Fargo Clearing Services, LLC$15006-15-2018
Gary Luther BrahlerMorgan StanleyWells Fargo Clearing Services, LLC$1,00005-02-2018
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Showing 1 to 25 of 105 entries

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Disclaimer & Methodology: The InvestmentNews Advisers on the Move database is designed to capture all recruiting activity of retail financial advisers/teams of advisers as they move from one firm to another. The activity recorded within the database comes from a number of sources, including InvestmentNews and other media reports; press releases; direct submissions that have been reviewed by InvestmentNews; and regulatory filings. To qualify as a move, no more than 60 days can have elapsed between the date an adviser/team leaves one firm and the date they join another. Any adviser registration changes that came as a result of merger & acquisition activity are not recorded as moves in the database. Finally, please note that all AUM data is user-submitted and is not audited by InvestmentNews or any regulatory agency. When AUM data is unavailable, a “ — “ is listed in the record’s AUM field entry. All data and information is the property of InvestmentNews LLC and is protected by copyright and other intellectual property laws. All rights are reserved by InvestmentNews LLC. Data may only be viewed on InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.

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